Manager, Relationship, Wealth & Investment
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Job Location:
Monthly Salary:
Posted on:
24-10-2025
Vacancies:
1 Vacancy
Job Summary
Act as primary point of contact for a portfolio of HNW clients representing the Wealth & Investment offering building its profile and reputation as a high-quality service offering. Manage a portfolio of HNW client accounts providing advice and relationship support ensuring optimal service integrating all Stanbic Bank products services and resources to ensure that their needs are met. Achieve the defined revenue targets through the retention of and acquisition of new business.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce Legal or any other related field
Masters Degree in Business /Commerce is preferred
Experience Required
5-7 years
- The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
- Demonstrated track record in engaging and managing relationships with high-net-worth individuals across diverse sectors.
- Adept at understanding the unique needs and expectations of Wealthy individuals and families delivering tailored solutions and maintaining the highest standards of discretion and professionalism.
- Skilled in navigating complex lending scenarios structuring sophisticated credit facilities and delivering robust financial models to support investment decisions and risk assessment.
- Experience in guiding and assisting in structuring investments and wealth management portfolio for HNW clients and their family assisting them to meet their wealth objectives while navigate complex and diverse markets and macro economic conditions.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Examining Information
- Exploring Possibilities
- Interacting with People
- Seizing Opportunities
- Understanding People
Technical Competencies:
- Client Servicing & Retention
- Cross and Up-Selling
- Customer Understanding
- Mind of Customer Experience
- Product Knowledge
- Financial acumen
- Investments acument
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more
